In episode 29 of Raising the Bar, George Sourris from Empire Legal sits down with George Iacovou, Principal Financial Adviser and Founder of Great Advice, to unpack the financial decisions that shape long term success for Queensland property owners.
After founding Great Advice at just 23 years old, George has spent more than a decade helping individuals, families and business owners navigate investment, superannuation, insurance, retirement planning and wealth creation.
We cover:
- Building Great Advice from scratch: why George walked away from the traditional financial planning model, the lessons he learnt working for AMP, starting a business in his early 20s and how Great Advice grew through trust, referrals and long term client relationships.
- What Queensland property owners get wrong: the financial habits every homeowner should establish after settlement, why automation matters, the role of property in long term wealth creation, investment strategy, negative gearing, superannuation and the conversations property owners should be having before retirement.
- Trust, standards and the future of financial advice: the impact of the Royal Commission, why the number of financial advisers has almost halved, the importance of specialisation, avoiding property spruikers and how consumers can identify professionals who genuinely have their best interests at heart.
George shares practical insights on wealth creation, property ownership, retirement planning and why doing the non-sexy things today can completely change your future.
If you own property, are planning for retirement, building wealth or simply want to make better financial decisions, this episode is packed with practical advice on creating a plan, avoiding costly mistakes and building long term financial security.
Contact George: https://greatadvice.com.au/contact-us/
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